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Resources
2 min read
AI Use Policy

Feb 3, 2025 by Marc Pozzuoli

Incorporating artificial intelligence (AI) into your small business requires clear guidelines to ensure it is used responsibly and effectively Why It Matters A well-defined AI use policy sets expectations, mitigates risks, and maximizes the benefits...
3 min read
Communication Plan

Jan 6, 2025 by Laurie Taylor

Clear communication between managers and employees boosts engagement, trust, and performance. Poor communication often drives employees to leave. This guide outlines a 10-step plan to improve communication and keep your team aligned. Why It Matters...
3 min read
Unclear Values

Dec 16, 2024 by Laurie Taylor

Beliefs create filters that develop patterns that drive behavior. If you understand this simple sentence, a world of knowledge opens up. Why It Matters Beliefs and values are developed early and are influenced by people, environment and experiences....
5 min read
AI for Business Owners

Nov 22, 2024 by Marc Pozzuoli

For business owners, every minute matters. Running a business means constantly juggling tasks, managing a team, and making decisions to keep things moving forward. Integrating AI into your daily operations is a powerful way to work more efficiently,...
4 min read
Choosing the Right AI Software

Oct 8, 2024 by Marc Pozzuoli

Selecting the best AI software for your business can make a big difference in productivity, security, and overall efficiency. But with so many options out there, the process can feel overwhelming. This guide will walk you through each step to help...
4 min read
Making AI Useful For You

Sep 18, 2024 by Eric Schultz

Running a business isn't easy. But there are tools that can help. AI can reduce complexity, improve efficiency, and help your company scale faster. By integrating AI into your daily operations, you can transform your business, improve productivity,...
3 min read
Business Operating Systems: What are they?

Aug 14, 2024 by Eric Schultz

Running a business is hard. But it doesn't have to be painful. Having the right business operating system or framework in place helps you navigate the challenges of operations and growth. Running a business successfully requires careful planning and...
2 min read
How Team Investment Pays Off

Jul 10, 2024 by Jordan Roberts

Some time ago, this author spoke with several business owners about how their business survived the 2008 recession. There were many examples of adaptability, resilience, and strategy. But one business did something unconventional with their team...
3 min read
Why Meeting Structure Matters

Jun 11, 2024 by Jordan Roberts

Nobody likes meetings. Many people feel most of the meetings they attend could’ve been an email. They lacked direction and resolved little to nothing. It feels as though the team meets just to meet. So, when we at Journey Alliance, insist that...

4 min read

What is The Point of Coaching?

Picture of Eric Schultz Eric Schultz: May 21, 2024

Business owners struggle with blind spots. We all do. Coaching provides support by offering fresh perspectives and insights that owners might miss because they're too close to the problem. These resources help owners balance their workload,...

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Tablet Graph Forecast

3 min read

Overcoming Forecasting Challenges in Business: A Strategy for Identifying and Addressing Blind Spots

Picture of Jordan Roberts Jordan Roberts: April 12, 2024

Blind spots have a significant impact on a business’s ability to predict challenges. Fixing this issue requires interconnected understanding, effective communication, and strategic planning to enhance forecasting abilities.

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Business Team Strategizing

2 min read

Exit Readiness: Why It Matters at Every Stage

Picture of Jordan Roberts Jordan Roberts: March 22, 2024

Preparing for exit not only positions a company for a successful future sale but also enhances current operational efficiency, strategic decision-making, and team strength, supporting overall growth and resilience.

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Empty Conference room

3 min read

A Missed Opportunity: Manager Development

Picture of Eric Schultz Eric Schultz: February 5, 2024

Neglecting the development of managers is a high stakes game. Developed managers contribute to improved team performance, higher employee engagement, and overall business success

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Business Meeting

3 min read

The Power of Role Clarity: Creating an Unstoppable Team

Picture of Marc Pozzuoli Marc Pozzuoli: February 1, 2024

There are many potential causes for a lack of clarity within a team. A lack of role clarity is a frequent culprit. A collaborative role design process enhances efficiency, engagement, and alignment with organizational goals,ultimately leading to a...

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Post-it Notes Lined Up

3 min read

Short-Term Thinking Is a Death Knell in a Tight Economy

Picture of Laurie Taylor Laurie Taylor: January 1, 2024

Educating employees about profit drivers—volume, price, and cost—transforms them into active participants in the company's success. Supporting long-term growth even in economic downturns.

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2 min read

Processes as A Path to Innovation

Picture of Eric Schultz Eric Schultz: November 1, 2023

Processes are often viewd as barriers to creativity. But the opposite is true. A well-designed process is a jumping point for optimization and innovation.

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3 min read

How Financial Leadership Can Support Your Growing Business

Picture of Jordan Roberts Jordan Roberts: September 4, 2023

Fractional CFOs offer a strategic, cost-effective solution for businesses who need high-level financial expertise. Without the commitment to a full-time executive, they aid in managing growth, navigating complexity, and preparing for major financial...

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Pointing at Business Graph

3 min read

Values-Driven Decision Making: Letting Core Values Guide Your Business

Picture of Marc Pozzuoli Marc Pozzuoli: May 1, 2023

Core values are essential to a business's DNA, guiding decisions and shaping culture. They go far beyond words on a wall but act as a foundational element for sustainable success and integrity.

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Becoming a Peer Group Leader

Learn from a panel of executives from some of the top peer groups to speak about their models and how to become a chair with their groups.

Exploring Peer Groups

Learn more about peer groups and how they can support you from a panel of chairs and facilitators from some of the largest peer groups in the nation. 

Working with a Fractional CFO

Learn how Fractional CFOs can bring the insight and clarity you need to make good decisions from a panel of Fractional CFOs.

Building a Better Business

Learn from operating system experts on how to build a better business and understand how frameworks like EOS, System and Soul, and Scaling Up can streamline operations, improve team cohesion, and drive sustained growth.

Expand Your Toolkit

Learn from a panel featuring leaders from the Exit Planning Institute, LXCouncil, and 7 Stages of Growth to discover how certifications can boost your advisory capabilities, deepen client relationships, and generate ongoing revenue.

Building a Valuable Business

Learn from a panel of Certified Exit Planning Advisors (CEPA) how creating an exit-ready business benefits you now, ensuring your business operates smoothly without your daily involvement and is built to withstand challenges.

Construction leaders must drive efficiency to be competitive. 

Discover how AI can transform your construction business with insights on improving efficiency, enhancing safety, and building an AI-empowered team.

How can AI fit into your role in construction? 

Learn how AI can enhance your role in construction with practical insights on getting started, improving daily workflows, and real-world examples of AI driving team success.

AI for Business Owners

Discover how AI can transform your business with actionable strategies for implementation, practical examples of adoption, and insights on leveraging AI to support various business areas.

Working with a Fractional CFO January 2025

Learn how Fractional CFOs can bring the insight and clarity you need to make good decisions from a panel of Fractional CFOs.

Do More With Less With AI

Discover how AI can work for your business in this interactive workshop. You'll create a personalized AI use policy tailored to your needs, using your preferred AI tool in real time. Walk away with a functional policy you can implement immediately to enhance efficiency and productivity.

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conversation
2 min read
AI Use Policy

Feb 3, 2025 by Marc Pozzuoli
3 min read
Communication Plan

Jan 6, 2025 by Laurie Taylor
3 min read
Unclear Values

Dec 16, 2024 by Laurie Taylor
5 min read
AI for Business Owners

Nov 22, 2024 by Marc Pozzuoli